+3,484.5%
MTZ vs DLTR
+12,666.4%
-9,182.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.5% | +3.1% | +4.2% |
| 7D | +12.9% | -2.8% | +15.7% | +13.6% |
| 30D | -8.5% | +21.5% | -30.0% | -13.8% |
| 3M | -30.6% | +11.6% | -42.2% | -33.5% |
| 6M | -55.1% | +58.7% | -113.8% | -61.2% |
| YTD | -13.0% | +16.2% | -29.1% | -18.9% |
| 1Y | -4.3% | +34.8% | -39.1% | -14.4% |
| 3Y | +284.0% | +25.3% | +258.8% | +236.4% |
| 5Y | +97.7% | +25.8% | +71.8% | +68.1% |
| 10Y | +444.4% | +83.7% | +360.8% | +299.2% |
| All | +3,484.5% | +12,666.4% | -9,182.0% | +749.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DLTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling